Samuel Freiberg

Sports Referee

341 followers

Milwaukee, Wisconsin, United States

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Timeline
About me
Alternative Investment Operations Associate
Education
- University of Wisconsin-La Crosse
  2020 - 2024
  Bachelor's degree Finance, General Graduate
  Activities and Societies: Investment Club Financial Management Association Officials Club Junior finance student at the University of Wisconsin - La Crosse. Minoring in statistics. Active day trader. Aspiring data scientist.
- Cashton Middle/High
  2016 - 2020
  High School Diploma GED 12
  Activities and Societies: Student Council Marching Band FBLA (Future Business Leaders of America) Math Team Basketball Track and Field Cross Country Forensics
Experience
- Self-employed
  Jun 2020 - Jun 2024
  Sports Referee
- Bank of Cashton
  Jun 2020 - Aug 2021
  Account Representative
  Assisted customers with transactions, and worked with an investment specialist in helping customers achieve their financial goals.
- Kwik Trip, Inc.
  Jun 2022 - Jun 2024
  LP Professional
  Maintained a robust supply chain schedule. Produced large amounts of products in a collaborative fashion. Communicated scheduling, production, and logistical goals.
- Northwestern Mutual
  May 2023 - Jun 2024
  Assisted in daily investment operations for advisor teams managing in excess of $120 million. Operated in a registered representative of FINRA capacity. Offering clients a wide array of financial planning services while working with a well established team.
  - Associate Wealth Management Advisor
    Jan 2024 - Jun 2024
  - Financial Representative
    May 2023 - Dec 2023
- University of Wisconsin-La Crosse
  Aug 2023 - Jun 2024
  College of Business Ambassador
  Worked with incoming freshman students and administrative staff in a collaborative effort to maintain efficiency and effectiveness within the college of business.
- UMB Financial Corp
  Jun 2024 - now
  Alternative Investment Operations Associate
Licenses & Certifications
- Counter Balance Sitdown Rider Forklift Operator Safety Training
  Kwik Trip, Inc.
  Jul 2022
- Securities Industry Essentials (SIE)
  FINRA
  Jan 2024
- Fact Set Essentials: Portfolio Analysis
  FactSet
  Sept 2023
- Series 7
  FINRA
  Mar 2024
- Series 63
  FINRA
  May 2024
- Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
  PSI Services LLC
  May 2023
  View certificate
- Fact Set Essentials: Derivative Products
  FactSet
  Sept 2023
Volunteer Experience
- 5k Run Walk Organizer
  Issued by Scenic Bluffs Community Health Centers on Apr 2018
  Associated with Samuel Freiberg
- Bell Ringer
  Issued by Salvation Army on Nov 2016
  Associated with Samuel Freiberg